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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc | Charlotte | NC | 10/2002 | 02/2021 |
| Bb&T Securities, Llc | Buena Vista | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Covington | VA | 02/2021 | Present |
| Truist Advisory Services, Inc. | Covington | VA | 02/2021 | Present |
RENTAL PROPERTY POSITION: Landlord NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2015 ADDRESS: 1205 C University Terrace, Blacksburg VA 24060 DESCRIPTION: Rental apartment at Virginia Tech. My sons and their friends live in the apartment. TEMPLE BAPTIST CHURCH POSITION: Personnel committee NATURE: Meet as needed for personnel issues. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: 300 Stratton Street, Covington VA 24426 CLIFTON MIDDLE SCHOOL WRESTLING TEAM HEAD COACH POSITION: Head Wrestling Coach NATURE: Head Wrestling Coach for the Clifton Middle School Eagles. Conducting practices as coaching matches. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/14/2020 ADDRESS: 100 Central Circle, Low Moor, VA 24457 DESCRIPTION: Coach Middle School wrestlers in introductory wrestling skills, helping them understand the rigors and expectations of athletic competition, educating them on proper diet and weight management, attending and coaching athletes at up to 5 matches during the season which ends in Mid-February. This activity is concurrent with my existing Alleghany High School assistant coach. ALLEGHANY COUNTY REGISTRAR POSITION: Poll employee NATURE: State and Federal Elections INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2023 ADDRESS: Covington VA, United States DESCRIPTION: Open and supervise polling precinct insuring accurate counting of citizens votes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-24 |
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